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Summit Financial’s Southern Company SO Stock Holding History

Summit Financial’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.3M Buy
86,012
+1,078
+1% +$99.7K 0.11% 191
2025
Q4 		$7.41M Sell
84,934
-656
-0.8% -$59.9K 0.11% 176
2025
Q3 		$8.11M Sell
85,590
-899
-1% -$83.9K 0.12% 149
2025
Q2 		$7.94M Buy
86,489
+6,275
+8% +$564K 0.18% 103
2025
Q1 		$7.38M Buy
80,214
+22,546
+39% +$1.95M 0.21% 95
2024
Q4 		$4.75M Buy
57,668
+6,483
+13% +$569K 0.17% 113
2024
Q3 		$4.62M Buy
51,185
+168
+0.3% +$14.4K 0.18% 98
2024
Q2 		$3.96M Buy
51,017
+33,063
+184% +$2.51M 0.18% 92
2024
Q1 		$1.29M Buy
+17,954
New +$1.24M 0.08% 155

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Summit Financial's SO Position: Q1 2026 in Review

Summit Financial increased its Southern Company (SO) stake by 1.3% in Q1 2026, buying an estimated $99.7K and bringing the position to 86,012 shares worth $8.3M. The position accounts for 0.11% of the portfolio, ranked #191.

Summit Financial first reported a position in SO in Q1 2024 and has held it in 9 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Summit Financial held 86,012 shares of Southern Company worth $8.3M as of Q1 2026.
  • Summit Financial bought 1,078 Southern Company shares in Q1 2026, an estimated $99.7K.
  • Southern Company made up 0.11% of Summit Financial's portfolio in Q1 2026, its #191 holding.
  • Summit Financial first reported a position in Southern Company in Q1 2024 and has held it in 9 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.